Get the free CollegeAdvantage 529 National Rollover Contribution Form

CollegeAdvantage rollover contribution Return by mail: CollegeAdvantage Savings Plan Putnam Investor Services, Inc. P. O. Box 8383 Boston, MA 02266-8383 Return by express delivery: Putnam Investor

How to fill out collegeadvantage 529 national rollover

How to fill out collegeadvantage 529 national rollover:

1. Gather the necessary information: Before starting the rollover process, make sure you have all the required information and documents on hand. This may include your account statements, tax identification number, and beneficiary information.
2. Contact your current 529 plan: Reach out to your current 529 plan provider and inform them of your intention to initiate a national rollover. They will provide you with the necessary forms and guidance to start the process.
3. Complete the necessary forms: Fill out the provided forms accurately and completely. Pay attention to any specific instructions or requirements mentioned in the forms. Double-check all the details to ensure accuracy.
4. Submit the forms: Once you have completed the forms, submit them to your current 529 plan provider for processing. They will review the forms and take the necessary steps to initiate the national rollover.
5. Contact the receiving plan: Reach out to the receiving 529 plan where you want to transfer the funds. Inform them about the national rollover and provide them with any required information they may need. They will guide you through their specific process for receiving the rollover funds.
6. Follow up and monitor the rollover: Stay in touch with both your current and receiving 529 plan providers to ensure the smooth transfer of funds. Keep track of the progress and any updates related to the rollover.

Who needs collegeadvantage 529 national rollover?

1. Parents or guardians who have a child transitioning to a different higher education institution and want to transfer their existing 529 funds to a new plan affiliated with the new institution.
2. Individuals who have a collegeadvantage 529 plan but are planning to relocate to another state and want to move their funds to a new state's 529 plan.
3. Students who are changing schools and want to transfer their existing 529 funds to a plan offered by their new educational institution.
4. Individuals who are not satisfied with their current 529 plan and want to switch to a different plan that better suits their needs and goals.

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